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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (34451)	5/22/2009 1:07:18 PM
From: E_K_S	Read Replies (2) of 78745

Hi Paul - I followed you in on two of your utility plays. AGL RESOURCES INC (NYSE:AGL) and OGE ENERGY CP (NYSE:OGE). These along with my other NG/utility, pipeline consolidators, distributors, storage facilities and electric energy producers make up a pretty good basket. finance.yahoo.com I also want to add WMB but am waiting a bit to see how this Venezuela property seizer works itself out. My favorites are BKH and SE which I will be adding if there is any sell off so I can buy at lower prices. I sold out of a poor performing dividend equity mutual fund (my last equity mutual fund holding, I still own GNMA & Bond mutual funds) and peeled off a few shares of GLW which helped finance these new buys. EKS

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